The Power of Partnership: Why Expertise and Values Matter in Legal and Financial Services
By Jeffrey R. Bellomo
At Bellomo & Associates, we believe in creating partnerships that serve our clients and align with our values and mission. That’s why I was thrilled to sit down with Wade Williams from Integrity Wealth Strategies on a recent episode of the Red Wagon podcast. Wade is not only a trusted financial advisor but also someone who shares our client-centric philosophy.
With years of experience in tax, audit, and real estate, Wade found his true passion in helping others manage their investments and achieve financial goals. It’s a journey that resonates with my commitment to guiding families through estate and elder law planning. Together, we discussed the intersection of legal and financial services, the importance of expertise, and living with purpose.
Why Financial Advice Matters
One of the biggest takeaways from our conversation is the value of expertise when managing finances. Wade shared that even seasoned professionals like CFOs and CPAs often turn to him for investment management rather than going it alone. His approach simplifies the process and ensures that his client’s goals are met efficiently and effectively.
Wade’s firm has a broker-dealer relationship with Raymond James, providing access to top-tier resources like compliance support, trading platforms, and financial planning software. This backing allows Wade to focus on what he does best: helping people.
If you’ve been hesitating to reach out to a financial advisor, Wade offers a compelling reason to act now. He doesn’t charge a consultation fee, and his fees are based solely on the value of the assets he manages. This structure aligns his success with yours, creating a true partnership.
How Collaboration Benefits Clients
Wade and I met because our daughters are friends. Over time, our shared values led to a professional relationship. When I refer clients to Wade, I know they’ll be treated with the same care and respect they’d receive at Bellomo & Associates.
Estate planning and financial planning often overlap. By working with trusted professionals like Wade, we ensure our clients have a comprehensive strategy that addresses both their legal and financial needs. Whether it’s creating a trust or optimizing investments, collaboration helps us deliver exceptional outcomes.
Living with Purpose
Beyond professional advice, Wade and I discussed the importance of living with purpose and teaching our children to do the same. For both of us, parenting is about instilling values that guide our decisions and actions.
These reflections reminded me of why I started this practice. My family’s experience motivated me to educate others and ensure they’re protected. It’s why we conduct free workshops and why I’m so passionate about helping families avoid the challenges my family has faced.
Exciting Changes Ahead
We wrapped up the podcast with a fun announcement. My daughter, DeAnna, has been a guest on the two most downloaded Red Wagon podcast episodes. Thanks to listener demand, she’ll be a regular guest in 2025! It’s an exciting way to keep our conversations engaging and personal.
Ready to Plan for Your Future?
Partnering with experts like Wade Williams ensures your financial and legal plans are in good hands. At Bellomo & Associates, we’re here to guide you through estate planning, Medicaid planning, special needs planning, and more.
Don’t wait until it’s too late. Register for a free workshop today and take the first step toward securing your family’s future.
